On Day 2 of the American Dream Experience, empirically tested academic investing principles are introduced. Many people are unaware that an empirically tested, Nobel Prize-winning, scientific methodology for investing exists.

At Matson Money, we believe that prudent investing can be a key element in helping investors fulfill on their American Dream. We are on a mission to save the investor and save the world, and to do this, we are committed to empowering investors with education and coaching.

Mark Matson, Founder and CEO of Matson Money, begins the event by walking investors through Matson Money’s Five Discoveries to help participants discover why stock picking, market timing and track record investing can be destructive behaviors and a potential threat to their American Dream. “You have likely done one or more of these activities in your life and, left to your own humanity and biases, will repeat them in the future,” he says.

We are a bold stand that self-realization and discovery can be a valuable first step in discovering a new and revolutionary way of investing.

Dismantling the Investor Prediction Syndrome

“Nothing will impact investing results more than your actions,” says Matson. “And your actions are a result of how you see the world.”

Did you know that people often see the world through the lens of Terministic Screens? Terministic Screens are comprised of words, terms and phrases relating to each other to form the lens that creates an individual’s worldview.¹ In investing, there are two basic screens from which investors can develop their investing strategy: The Investor Prediction Syndrome or Academic Investing Principles.

The Investor Prediction Syndrome tells investors that they need to forecast or predict the future to be a successful investor. Symptoms of the Investor Prediction Syndrome include looking for the next best thing, chasing performance, fear of missing out, attempting to time the market, and worrying about the future. When people are living with Investor Prediction Syndrome, they may live in a constant state of fear and uncertainty that can cause them to speculate and gamble with their financial future—which can ultimately destroy their American Dream.

To free investors from Investor Prediction Syndrome, Matson Money is on a mission to empower investors to create a new lens from which they can base their investing philosophy: Academic Investing Principles. Academic Investing Principles create Matson Money’s investing methodology, the Matson Method, and are based on empirically tested Nobel Prize-winning investing science. “Basing your investment strategy on this new Terministic Screen can create the possibility of new actions and altered results,” says Matson.

Once you see the new world of investing and through this lens of possibility, the future can be yours to create.

This opportunity for the future is part of our American Dream. “At Matson Money, our American Dream is dwelling in a world driven by a purpose that gives you and your family an opportunity to experience freedom, fulfillment, and love,” says Matson.

Creating Your American Dream

The American Dream is not dead. In fact, 8 in 10 Americans believe that they have either achieved or are on their way to achieving their American Dream.² “You get to say what the American Dream is, and if it is alive for you,” says Matson. “You get to create and cause it regardless of the circumstances around you. To achieve the American Dream, people must be 100% responsible. It is an expression of creativity, communication and commitment that you create in the world, and no one can take your American Dream away.”

The choice is yours to make. Being educated on the academic investing principles and applying these principles to an investing strategy is different. “There’s a difference between knowing the thing, and the behavior behind the knowledge,” says Matson.

During the American Dream Experience, Matson helps investors explore the science behind the Matson Methodology – including the Efficient Market Hypothesis, the Three Factor Model, and Modern Portfolio Theory. Participants then have an opportunity to work through Matson Money’s Seven Investor Portfolio Declarations, a commitment they can make to apply the investing strategies they have discovered during the event to their long-term investing strategy.

Do you believe that you are near or have achieved your American Dream? Do you have peace of mind around your investing strategy to help you fulfill on your American Dream? If you are unsure or the answer is no, consider attending an American Dream Experience.

DISCLOSURE:

1. Zaffron, Steve  and Dave Logan.  The Three Laws of Performance: Rewriting the Future of Your Organization  and Your Life.  San Francisco: Jossey-Bass.  2009.  Print.

2. Schwarz, Gonzalo. The Archbridge Institute. American Dream 2021 Snapshot: How Americans View The American Dream and Economic Mobility. Pg 4

This content is based on the views of Matson Money, Inc.  This content is not to be considered investment advice and is not to be relied upon as the basis for entering into any transaction or advisory relationship or making any investment decision.  

This content includes the opinions, beliefs, or viewpoints of Matson Money and its Co-Advisors.  All of Matson Money’s advisory services are marketed almost exclusively by either Solicitors or Co-Advisors.  Both Co-Advisors and Solicitors are independent contractors, not employees or agents of Matson.  

Other financial organizations may analyze investments and take a different approach to investing than that of Matson Money. All investing involves risks and costs. No investment strategy (including asset allocation and diversification strategies) can ensure peace of mind, guarantee profit, or protect against loss.    

Three Factor Model 

Fama, Eugene F. and Kenneth R. French. “The Cross-Section of Expected Stock Returns,” Journal of Finance, 47, June 1992.  

Efficient Market Hypothesis 

Eugene F. Fama, “Random Walks in Stock Market Prices,” Financial Analysts Journal, September/October 1965. 

Modern Portfolio Theory 

Markowitz, Harry. Portfolio Selection: Efficient Diversification of Investments. New York. Wiley. 1959. Print. 

The Nobel Memorial Prize in Economic Sciences, commonly referred to as the Nobel Prize in Economics, is an award for outstanding contributions to the field of economics, and generally regarded as the most prestigious award for that field.

Markowitz, Harry.  “Portfolio Selection.”  Journal of Finance.  1952.

Harry Max Markowitz is an American economist, and a recipient of the 1989 John von Neumann Theory Prize and the 1990 Nobel Memorial Prize in Economic Sciences. Markowitz is a professor of finance at the Rady School of Management at the University of California, San Diego.

Efficient Market Hypothesis, first explained by Dr. Eugene Fama in his 1965 doctoral thesis.

Eugene F. Fama, “Random Walks in Stock Market Prices,” Financial Analysts Journal, September/October 1965.

Eugene F. Fama, 2013 Nobel laureate in Economic Sciences; is widely recognized as the “father of modern finance.” His research is well known in both the academic and investment communities. He is strongly identified with research on markets, particularly the Efficient Market Hypothesis.